Sally Auld

speaker

5,823 appearances 57 recordings 1 series first heard Sep 2024 last heard 17 Aug

Sally Auld’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 28 in all, peaking in Aug 2026 with 3.

Appearances

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NAB Morning Call · We are over it! · 9 Jul 2026 podcast

And if that sort of gap between aggregate demand and supply exists, driven by the AI build out, it could force the Fed to possibly raise interest rates. voice-verified

And so what was interesting, I thought, in his comments also was he basically gave the market a bit of a benchmark and said, if the core PCE voice-verified

comes in at around a monthly pace of 0.2% over the back half of 2026, then he'd be happy with that. voice-verified

That would suggest, in his view, that inflation is on track to get back to the Fed's 2% annualised target. voice-verified

And so that would be consistent with Fed on hold, as we expect at the moment. voice-verified

So I think it's interesting that for him, this is so much less about short-term increases in energy prices driven by conflict in the Middle East and much more about voice-verified

you know, possibly the impact of AI build-out on aggregate demand in the US. voice-verified

Yeah, that's right. voice-verified

So it was a good day for the chip makers. voice-verified

But they basically, you know, as you said at the top, pushed the NASDAQ up over 1%. voice-verified

And it was really, you know, companies like Micron Technology, you know, which did well. voice-verified

One of the South Korean chip makers is coming to the market for an IPO. voice-verified

And that was said to be more than seven times over subscribed. voice-verified

So it feels like risk appetite, at least in the short term, is back on for the chip makers. voice-verified

And voice-verified

You know, they had a pretty spectacular run in the last quarter, but just, I suppose, in the last few months have wobbled a little bit. voice-verified

And there's this whole story around, you know, I guess if you think of the AI complexes a bit layered, so you've got the chip makers, you know, they provide chips to the cloud providers and the cloud providers are ultimately providers. voice-verified

reliant on enterprise and households, I guess, to continue demanding to want to use tokens or buy tokens to use AI. voice-verified

And so this whole sort of supply chain really hinges on big business voice-verified

and small business for that matter, believing that the value of the tokens that they purchase from those big hyperscalers is going to deliver returns well ahead of the cost. voice-verified

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